📌 Core Information
🔹 Job Title: Sr. Manager, Client Life Cycle Marketing
🔹 Company: TIAA
🔹 Location: Frisco, TX - 6303 Cowboys Way (Primary), with remote flexibility for other locations: Charlotte, NC, USA; Iselin, NJ, USA; New York, NY, USA; Chicago, IL, USA
🔹 Job Type: Full-Time
🔹 Category: Marketing
🔹 Date Posted: May 14, 2025
🔹 Experience Level: 5-10 years
🔹 Remote Status: On-site with remote flexibility
🚀 Job Overview
Key aspects of this role include:
- Driving customer-centric omni-channel lifecycle campaigns to engage retirement plan participants
- Collaborating cross-functionally with various teams to execute campaigns and improve processes
- Building and maintaining relationships with key stakeholders to drive efficiencies and alignment
- Contributing to the improvement of the end-to-end campaign development process
ASSUMPTION: This role requires a balance of strategic thinking and tactical implementation, with a strong focus on customer-centric marketing and cross-functional collaboration.
📋 Key Responsibilities
✅ Execute and measure automated omni-channel marketing campaigns aligned to the customer journey, coordinating project milestones, managing review processes, and proactively communicating status updates
✅ Execute workflow requirements to create and launch deliverables, including creating briefs, submitting campaigns into WorkFront, and working cross-functionally with partners
✅ Build and maintain relationships with key stakeholders to drive efficiencies and alignment
✅ Contribute and outline recommendations to improve the end-to-end campaign development process, identifying gaps, pain points, positive outcomes, and opportunities to streamline
✅ Report to the Director – Lifecycle Marketing (B2C)
ASSUMPTION: This role involves a high degree of project management, cross-functional collaboration, and attention to detail to ensure successful campaign execution and process improvement.
🎯 Required Qualifications
Education: University degree preferred
Experience: 3+ years of proven experience with both strategy and execution of marketing campaigns across multiple channels
Required Skills:
- Proven experience launching B2C marketing campaigns in the financial services and/or retirement services
- Strong analytical skills and comfort working with data and reporting in a metrics-driven environment
- Experience with creating comprehensive customer journeys with key decision points and logic to help drive a more personalized experience
- Literacy in financial topics and retirement to help drive education at every customer touch point to drive engagement and conversion
- Proven expertise in project management (Workfront preferred), data-driven marketing, customer segmentation, and automation
- Ability to both think strategically and implement tactically, with excellent communication and leadership skills
Preferred Skills:
- 5+ years of proven experience with execution of marketing trigger campaigns across multiple channels
- Experience in marketing automation, working with platforms like Salesforce Marketing Cloud
- A self-starter with the ability to manage multiple projects/deliverables in a fast-paced environment
- Strong problem-solving skills with the ability to work cross-functionally to deliver on the customer's needs
- Excellent interpersonal, oral, and written communication skills, with an eye for detail and creativity
- Experience with HTML and responsive email design
ASSUMPTION: While a university degree is preferred, relevant work experience and a strong portfolio may be considered equivalent. The required and preferred skills listed are essential for success in this role, with a focus on proven experience in B2C marketing, data-driven decision making, and customer-centric campaign execution.
💰 Compensation & Benefits
Salary Range: $99,900/yr - $150,000/yr (Actual base salary may vary based on relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include participation in an incentive program linked to performance.)
Benefits:
- Retirement Program
- Health Offerings
- Wellness Offerings
- Work Life Offerings
Working Hours: Full-time, typically 40 hours per week, with flexibility for remote work
ASSUMPTION: The salary range provided is an estimate based on industry standards for a senior marketing manager role in the financial services sector. The benefits listed are a summary of TIAA's comprehensive Total Rewards package, designed to support the well-being of associates.
📌 Applicant Insights
🔍 Company Context
Industry: Financial Services, specializing in retirement plans, insurance, and investment services for education, healthcare, and nonprofit sectors
Company Size: 10,001+ employees, providing a large and diverse work environment with ample opportunities for growth and collaboration
Founded: 1918, with a rich history and established reputation in the retirement services industry
Company Description:
- TIAA is committed to making financial well-being possible for its clients and associates, offering a comprehensive range of retirement plans, insurance, and investment services
- The company serves millions of people in education, healthcare, and nonprofit sectors, empowering them with the knowledge, guidance, and lifetime income needed to plan their futures
- TIAA is dedicated to ensuring a more secure financial future for all and for generations to come
Company Specialties:
- Retirement Plans
- IRAs
- Mutual Funds
- Life Insurance
- 529 college savings plans
- Brokerage Services
Company Website: https://www.tiaa.org
ASSUMPTION: TIAA's extensive experience and expertise in the retirement services industry make it a strong and stable employer, offering numerous opportunities for career growth and development.
📊 Role Analysis
Career Level: Senior Manager (7IC)
Reporting Structure: Reports directly to the Director – Lifecycle Marketing (B2C)
Work Arrangement: On-site with remote flexibility, allowing for a blend of in-office and remote work
Growth Opportunities:
- Potential career progression to a director or vice president role within the marketing department
- Expansion of responsibilities to include additional channels or regions
- Opportunities to lead cross-functional projects or teams, driving strategic initiatives and process improvements
ASSUMPTION: This role offers significant growth potential, with opportunities to advance within the marketing department and take on increased responsibilities or leadership positions.
🌍 Location & Work Environment
Office Type: TIAA's offices are modern, collaborative workspaces designed to foster productivity and innovation
Office Location(s): Frisco, TX - 6303 Cowboys Way (Primary), with remote flexibility for other locations: Charlotte, NC, USA; Iselin, NJ, USA; New York, NY, USA; Chicago, IL, USA
Geographic Context:
- Frisco, TX: A rapidly growing city in the Dallas-Fort Worth metro area, offering a high quality of life with affordable housing, excellent schools, and a variety of recreational activities
- Charlotte, NC: A major financial hub with a diverse economy, offering a mix of urban and suburban living options
- Iselin, NJ: A convenient location near New York City, offering easy access to cultural attractions, entertainment, and dining options
- New York, NY: The global headquarters of TIAA, offering unparalleled access to cultural attractions, entertainment, and dining options
- Chicago, IL: A vibrant city with a rich history, offering a mix of urban and suburban living options and a strong job market
Work Schedule: Full-time, typically 40 hours per week, with flexibility for remote work and potential for overtime during peak periods
ASSUMPTION: TIAA's flexible work arrangements and remote options allow for a better work-life balance, while its diverse office locations offer a range of geographic and cultural experiences.
💼 Interview & Application Insights
Typical Process:
- Online application submission
- Phone or video screen with a member of the HR team
- In-depth behavioral interview with the hiring manager and/or other team members
- Final interview with the director or another senior leader
- Background check and offer extension
Key Assessment Areas:
- Strategic thinking and problem-solving skills
- Customer-centric mindset and ability to create personalized experiences
- Cross-functional collaboration and communication skills
- Data-driven decision making and analytical skills
- Campaign execution and project management experience
Application Tips:
- Tailor your resume and cover letter to highlight relevant experience and skills for this role
- Demonstrate your understanding of TIAA's mission and values in your application materials
- Prepare examples of your past campaign successes and the strategies behind them
- Be ready to discuss your approach to data-driven marketing and customer segmentation
ATS Keywords: B2C Marketing, Lifecycle Marketing, Campaign Management, Marketing Automation, Data-Driven Marketing, Customer Segmentation, Project Management, WorkFront, Financial Services, Retirement Services
ASSUMPTION: TIAA's hiring process is designed to assess candidates' strategic thinking, customer-centric mindset, and ability to collaborate effectively with cross-functional teams. Applicants should be prepared to discuss their relevant experience and provide examples of their past successes in marketing campaign execution and process improvement.
🛠️ Tools & Technologies
- WorkFront (project management and workflow software)
- Salesforce Marketing Cloud (marketing automation platform)
- HTML and responsive email design tools (e.g., Adobe Creative Suite, Mailchimp)
- Data analysis and reporting tools (e.g., Excel, Google Analytics)
ASSUMPTION: Familiarity with these tools and technologies is preferred, as they are essential for success in this role. Candidates should be prepared to discuss their experience with these tools and how they have used them to drive marketing campaign success.
👔 Cultural Fit Considerations
Company Values:
- Put Clients First
- Act with Integrity
- Collaborate and Innovate
- Excel Together
- Embrace Diversity and Inclusion
Work Style:
- Customer-centric and data-driven
- Collaborative and cross-functional
- Agile and adaptable, with a focus on continuous improvement
- Results-oriented, with a strong attention to detail
Self-Assessment Questions:
- How have you demonstrated a commitment to putting clients first in your past roles?
- Can you provide an example of a time when you acted with integrity to achieve a successful outcome?
- Describe your approach to collaborating and innovating in a cross-functional team environment
- How have you excelled together with your team to achieve shared goals?
- How do you embrace diversity and inclusion in your personal and professional life?
ASSUMPTION: TIAA's values and work style emphasize a customer-centric, collaborative, and innovative approach to driving marketing campaign success. Candidates should be prepared to discuss their alignment with these values and how they have demonstrated them in their past roles.
⚠️ Potential Challenges
- Managing multiple projects and deadlines in a fast-paced environment
- Navigating a large, complex organization with multiple stakeholders
- Balancing strategic thinking with tactical execution
- Adapting to changes in priorities, processes, or team structures
- Working remotely and managing virtual teams
ASSUMPTION: These challenges require strong project management, communication, and adaptability skills. Candidates should be prepared to discuss their strategies for overcoming these challenges and driving success in a dynamic work environment.
📈 Similar Roles Comparison
- Unlike other marketing roles, this position focuses specifically on lifecycle marketing, requiring a deep understanding of customer journeys and key decision points
- In the financial services industry, this role demands expertise in retirement services and a strong grasp of financial topics to drive customer engagement and conversion
- Career progression in this role may lead to leadership positions within the marketing department, with opportunities to drive strategic initiatives and process improvements
ASSUMPTION: This role offers unique challenges and opportunities compared to other marketing positions, requiring a strong focus on customer-centric lifecycle marketing and a deep understanding of the financial services industry.
📝 Sample Projects
- Developing and executing a comprehensive customer journey map for retirement plan participants, incorporating key decision points and personalized experiences
- Launching a targeted email campaign to educate customers on the benefits of TIAA's retirement plans and encourage enrollment
- Collaborating with cross-functional teams to improve the end-to-end campaign development process, identifying pain points and opportunities for streamlining
ASSUMPTION: These sample projects illustrate the strategic thinking, customer-centric mindset, and cross-functional collaboration required for success in this role.
❓ Key Questions to Ask During Interview
- Can you describe the most significant campaign you've executed and the strategies behind its success?
- How do you approach data-driven marketing and customer segmentation to create personalized experiences?
- Can you provide an example of a time when you identified a gap in the campaign development process and drove improvements to address it?
- How do you balance strategic thinking with tactical execution to ensure campaign success?
- How do you manage virtual teams and drive collaboration in a remote work environment?
ASSUMPTION: These questions are designed to assess candidates' strategic thinking, customer-centric mindset, and ability to collaborate effectively with cross-functional teams in a dynamic work environment.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through TIAA's careers portal
- Tailor your resume and cover letter to highlight your relevant experience and skills for this role
- Prepare examples of your past campaign successes and the strategies behind them
- Be ready to discuss your approach to data-driven marketing and customer segmentation
- Follow up with the hiring manager or HR representative within one week of submission to confirm receipt of your application
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
